New York, NYCIK 21119961 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cyberark Software Ltd | 8.6K | $3.84M | 6.2% | +8.6K | New Position |
| 2 | Nvidia Corporation | 20.4K | $3.81M | 6.2% | +20.4K | New Position |
| 3 | Doordash Inc | 13.9K | $3.14M | 5.1% | +13.9K | New Position |
| 4 | Telephone & Data Sys Inc |
| 70.6K |
| $2.89M |
| 4.7% |
| +70.6K |
| New Position |
| 5 | Visa Inc | 7.3K | $2.56M | 4.1% | +7.3K | New Position |
| 6 | Marsh & Mclennan Cos Inc | 13.1K | $2.44M | 3.9% | +13.1K | New Position |
| 7 | Microsoft Corp | 4.9K | $2.37M | 3.8% | +4.9K | New Position |
| 8 | Synopsys Inc | 5.0K | $2.35M | 3.8% | +5.0K | New Position |
| 9 | Mongodb Inc | 5.5K | $2.29M | 3.7% | +5.5K | New Position |
| 10 | Airbnb Inc | 16.7K | $2.27M | 3.7% | +16.7K | New Position |
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